thinkQuickBooks

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Archive for the tag “software”

Intuit has relaunched the QuickBooks Community forum!

As of yesterday, it’s new and improved! Well, at this point we can say it’s new 😉

https://community.intuit.com/

There are nine ‘topics’ to choose from. The first six topics relate to the US versions of QuickBooks. The last three topics are specifically for QuickBooks Canada, QuickBooks UK, and QuickBooks en Español.

If you’re a regular visitor, you’ll notice that the topics have been revised. Intuit is perhaps trying to make the language easier for the majority of users to understand (for example, ‘Customers & Getting Paid’ instead of Accounts Receivable). If you click on the QuickBooks Canada topic, you’ll probably notice that ‘Sales Tax’ is not a subtopic. I noticed this right away and definitely think it should be added back!

It appears Intuit has some kinks to straighten out, and I’m sure they’re working on them. Members don’t seem to have access to their old questions and answers. And referring specifically to the QuickBooks Canada topic, the ‘Unanswered’ questions seem to all be ‘asked about a year ago!’ That said, it’s early in the changeover and it looks like Intuit is gradually adding back content.

Opinions on the new platform aside, the community forum can be a great resource to get pretty much any question you have answered. A lot of QuickBooks gurus hang out and provide answers, generally because they love to serve and help other members with their books. You can also search the database for older questions and answers (a note about searching… right now, you have to type your search into the ‘Have a Question?’ field at the top of the page. You’ll then be taken to the results page, and the field will now be labelled ‘Search.’ Here you can search for another topic). You can also browse tags which you will see on the right hand side of the main page.

I’d love to know what you think of the new forum. And if you have a suggestion, you can contact Intuit directly. Look for the ‘Send us Feedback’ link at the bottom of all forum pages. Embrace the change!

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Did you sign up for e-statements? Don’t forget to save or print!

So you’ve gone green and signed up for e-statements. Kudos to you! Here’s how going paperless helps the environment, compliments of http://payitgreen.org/

PayitGreen

There’s nothing better than neglecting my own bookkeeping and sitting down to do it a couple times a year. It fulfills my need for a challenge. LOL! (I don’t recommend this, by the way!) This last time, I went to my credit card provider’s website to download the past twelve months of statements into QuickBooks. Except eight of them were gone! Only the most recent four were available to download into QuickBooks. The missing months were easy enough to access in PDF format (they keep seven years for me), but the downloadable files were indeed gone with no way to get them back. That made for a lot of manual data entry for me.

Another of my credit card providers only saves six months, PDF or otherwise. After that, I have to contact them to retrieve the missing statements. This involves an email, a confirmation email, a password and a time limit to fetch them… which I typically miss. I then have to start the entire process of retrieval over again!

Banks and credit card issuers often make only a certain number of statements available online. In many cases, it’s only a few months. If you need to go back farther than that, you may have a few hoops to jump through. You may even be required to pay a fee.

So here’s a reminder. Save those files to your computer every couple months (and if you still prefer to print, no judgement here!).

It’s here! Intuit Canada announces release of QuickBooks 2013!

http://quickbooks.intuit.ca/accounting-software/compare-quickbooks-editions.jsp

And if you’re in the US, you can find the 2013 product link here:

http://quickbooks.intuit.com/product/accounting-software/small-business-software.jsp

I was fortunate enough to be able to beta test versions from both Canada and the US this year, which I really enjoyed. There are some interesting new features, most noticeably, the overall look. Personally, I love most of the changes with a couple small exceptions. It will be exciting to hear from users what they think of the new changes!

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